How to Create a Campaign on Edbacker

Transcription

1 How to Create a Campaign on Edbacker Crowdfunding is the practice of funding a project or idea by raising small amounts of money from a large number of people, typically via the Internet. The following steps and guidelines will help you create an online fundraising campaign using the Edbacker platform. GETTING STARTED Crowdfunding Video Several resources exist on the Edbacker website to help schools create and implement successful fundraising campaigns. The following video provides a general overview of crowdfunding: Sign into Edbacker Go to and click on the Sign In button at the top of the page. Enter your and password. 1

2 Create a Campaign After logging in to your Edbacker account, click on Fundraising on the left-hand side bar and then click on Create a Campaign. STEP 1 CAMPAIGN PROFILE Campaign Template Edbacker provides two options for creating a fundraising campaign. You can create your own customized campaign, or use Edbacker templates that contain preloaded text and images. 2

3 Custom Campaign Schools can upload their own images and content to create a customized campaign for raising money online. When choosing the custom campaign option, the content fields will be empty and must be completed in order to publish the campaign. Based on Template Edbacker campaign templates are preloaded with content and images. These templates enable users to quickly and easily create a campaign, and are a great option for those who are unsure what information to include in their fundraising campaign. The templates are editable, which allows schools to upload their own images and change the text. Campaign Name Select a campaign name that is short and descriptive. The campaign name will be the URL for your school s fundraising webpage. Examples include, Campbell Elementary Library Fund or Padron Elementary Fun Run. Select a Category Use the dropdown menu to select a category that best describes your fundraising campaign. The Edbacker platform enables users to search for campaigns based on category. This feature will increase you campaign s reach and visibility on the Edbacker website. Short Campaign Description Write 1-2 sentences that describes your fundraising campaign and includes your school name. The short description appears under your campaign name at the top of the webpage, as well as beneath the thumbnail of your webpage on the Edbacker website. Campaign Project Creator Enter the organization name (PTA, Band Booster Club, etc.) or school name. CREATE FUNDRAISING CAMPAIGNS? O C STEP 2 CAMPAIGN BODY AND MEDIA Campaign Primary Media The primary media is the image or video that appears below the campaign name and short campaign description. Select an engaging image or descriptive video that will effectively emphasize your message and motivate donors to act. 3

4 Upload Campaign Media To upload an image, click on the image box (it will turn red) and click Choose File. You will be prompted to upload a photo from your computer. The photo can be any dimension, and will automatically be resized to fit the web page. To upload a video, click on the video box (it will turn red) and copy and paste the URL for your video into the URL field. Campaign Body Text Write a detailed description of your fundraising campaign, including the crowdfunding goal, how raising money will impact the school, students or local community, and how the funds will be used. Try to be clear and concise in your description of the campaign. Additional Media As an option, users can add additional photos or videos to the campaign. O C STEP 3 GOALS Goal Amount Enter the total amount you want to raise during the campaign. When deciding on a goal, consider increasing your goal by 5% to cover credit card processing fees and the fee to use the Edbacker platform. Make sure to set a goal that is reasonable to attain in the given timeframe. Start Date and End Date Select a start and end date for your campaign. Crowdfunding campaigns are not bound by Austin ISD s two week fundraiser rule, but we recommend short timelines (less than 45 days). Short timelines create a sense of urgency and help maintain momentum once donors begin to give to your campaign. Please note it can take up to 30 days to receive your funds. Donation Amounts Set specific giving levels based on your fundraising goal. Use this section to describe any recognition opportunities that come with making a donation. Donors who wish to give an amount not shown may enter a different donation amount on the payment page. 4

5 O C STEP 4 COLLECTION METHOD Teacher Accounts For teacher accounts, the field containing the accounting code will be filled in by the school bookkeeper. Please leave this field blank. To notify your bookkeeper that your campaign is ready to be assigned an accounting code, click Submit to Financial Accountant. Bookkeepers will then enter the appropriate accounting code related to your campus student activity account. After entering the accounting code, the school bookkeeper will submit the campaign to the principal for approval. The school principal will review the campaign and approve or suggest edits. After receiving final approval, the campaign will be published on the Edbacker website. You will receive an from Edbacker confirming the publication of your campaign. PTA Accounts For PTA accounts, there is the option of connecting to PayPal to receive donations. To send donations directly to your PTA PayPal account, click PayPal Connect and follow the steps to connect your account to the Edbacker campaign. The fee to use Edbacker PayPal is 5% plus.30 per transaction, which includes the 2.9% PayPal credit card processing fee and 2.1% to Edbacker. If your PTA does not have a PayPal account, you can receive donations via American s Charities, Edbacker s 501c3 partner. The fee to use America s Charities is 1%. This is in addition to 5% plus.30 per transaction for Edbacker and PayPal fees. To notify your school principal that your campaign is ready to be approved, click Submit for Approval. The school principal will review the campaign and approve or suggest edits. After receiving final approval, the campaign will be published on the Edbacker website. You will receive an from Edbacker confirming the publication of your campaign. 5

6 Edbacker Receipt and Thank You Message A thank you letter will be automatically generated by Edbacker after a donation is made. Users can customize the thank you letter by checking the box under Use Custom Edbacker Receipt Thank You Message. Preview Click the Preview button to view your campaign. If you would like to edit the content or image, click anywhere on the page to exit the preview mode. Click on the Back button to make changes. STEP 6 RECEIVING FUNDS District Process The process for receiving donations was created in conjunction with Austin ISD Finance. All Edbacker donations will be processed through Austin ISD s PayPal account and are associated with a campus student activity account. Once the money is received in Austin ISD Treasury, funds are transferred to the corresponding activity account. The transfer of funds can take up to 30 days from the time the donation was made. Tax receipts acknowledging the donation will automatically be sent to donors via . PTA Process Donations made to PTA-sponsored campaigns will be processed through the individual PTA s PayPal account. 6